ObservePoint's navigation has two parts: a top bar that runs across every page, and a left sidebar for section navigation. The top bar holds global search, your account menus, and your branding. The sidebar takes you to the major areas of the product.
The Top Bar
The top bar is fixed to the top of every page in ObservePoint.
Logos
The ObservePoint logo on the left of the top bar takes you back to the Data Sources screen. If your account has a customer logo uploaded, it appears next to the ObservePoint logo. Customer logos are provided through ObservePoint — to add or change yours, contact your Customer Success Manager.
Global Search
Global search lets you find any audit, journey, rule, alert, report, user, folder, tag, or configuration item without leaving your current page.
How to open search
You can open search in any of the following ways:
Click the search bar in the top nav
Press ⌘K (Mac) or Ctrl+K (Windows / Linux) from anywhere in the app
Press / when your cursor is not already in an input field
Press Esc to close search.
What you can search for
Search covers 19 entity types:
Scans: Audits, Journeys, LiveConnect, HAR Analyzer, Site Census
Reports: Grid Reports
Standards: Rules, Consent Categories, Tags, Alerts
Configurations: Action Sets, File Substitutions, Email Inboxes, Custom Headers, Data Layers
Settings: Folders, Sub-Folders, Labels, Users
Results are grouped by category and ranked by how closely they match your query, how recently you used them, and how often you visit them.
Narrowing your search
You have three ways to narrow what you're searching:
Filter dropdown. Click the filter icon in the search bar to toggle individual categories or entire groups (Scans, Reports, Standards, Configurations, Settings) on and off. Use the Only button to isolate a single category quickly.
Prefix syntax. Type in: followed by a category or group name and press space to apply that filter. Examples: in:audits, in:rules, in:scans, in:standards, in:config, in:settings, in:reports.
Auto-scope. When you open search from a page that has a clear context (an audit report, the rule library, a journey page), search automatically scopes to that category. If you manually change the scope, your choice is remembered for the rest of your session.
Active filters appear as chips inside the search bar. Click the X on any chip to remove it, or use Clear all to reset to all categories.
Selecting a result
Click a result to open it
Use the Up and Down arrow keys to highlight results and press Enter to open the highlighted one
When you click a result, you're taken to the destination page with the item already filtered. For example, clicking a rule in search opens the Rules page filtered to that rule's name, so you don't need to filter again.
Recent searches and recent items
When you open search with no query, you'll see your recent searches and recently visited entities. Click any item to jump back to it. Recent items are stored locally in your browser, scoped to the account you're in, and limited to 10 entries.
Search on tablet and mobile
On screens narrower than 1024 pixels, the search bar collapses to a search icon. Tap the icon to open a fullscreen search overlay. All keyboard shortcuts and filtering options work the same way.
Help Menu
The Help menu in the top bar gives you quick access to:
Announcements — Product news and recent updates
Chat/Email Support — Reach the ObservePoint support team
Help Documentation — Browse help articles
Academy Training — Self-paced training in ObservePoint Academy
Tag Database — Look up tags ObservePoint recognizes
Product Updates/Feedback — Submit ideas and see what's shipping
API Documentation — Reference for the ObservePoint API
Support Portal — Manage and track support requests
Settings Menu
The Settings menu replaces what used to live under Settings in the sidebar. The items you see depend on your role:
Theme Toggle
Keyboard Shortcuts
Users
Single Sign-On
Event Log
Notification Center
Folders
Sub-Folders
Labels
Usage Dashboard
Event Log
Export Center
GitHub
Shared Links
Account Menu
Click the profile image on the right of the top bar to:
View your profile
Manage your permissions
Sign out
The Sidebar
The sidebar runs down the left of the page and is your main way to move between major areas of the product:
Create New — Launchpad for creating new Audits, Folders, and other items
Data Sources — Manage all Audits and Journeys
Triggered Alerts — View alerts triggered from any audit in your account in one place
Standards — Manage Alerts, Consent Categories, and Tag & Variable Rules, and apply them to data sources
Configurations — Set up reusable website interactions and validate marketing email links
Usage, Search, Help, Settings, and your account menu used to live in the sidebar. They've moved to the top bar.
Keyboard Shortcuts at a Glance
Shortcut | Action |
⌘K (Mac) / Ctrl+K (Windows) | Open or close global search |
/ | Open global search (when not in an input) |
Esc | Close search |
↑ / ↓ | Highlight previous / next result |
Enter | Open the highlighted result |
Backspace / Delete | Remove a focused scope chip |
Tips
Type a few characters first. Search starts matching at one character, but two or three is usually enough to surface what you want.
Use prefix syntax for speed. in:rules marketing is faster than opening the filter dropdown.
Don't worry about typos. Search tolerates small typos for queries of three or more characters.
Watch the recent items list. If you visit the same audit or rule frequently, it'll bubble to the top of search results automatically.
Additional Resources
AI Help Chat: The chatbot icon in the bottom-right corner uses AI to search help documentation and connect with support. Most questions get a response within an hour.
Product Feedback: Submit ideas through the Help menu in the top bar, or under Help > Product Updates & Feedback.